Table of contents
applicable Roles
RevOps
Sales Ops
CRO
Sales Ops
CRO
Lead — Deal Conversion (Overall & by Stage)
Build a multi‑stage conversion funnel for the past two quarters, report conversion rates and stage durations, and surface stalled large deals.
Prompt
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Petavue, for the past two quarters:
1. Funnel Construction: Build the pipeline stages—Lead Created → MQL → SQL → Opportunity → Closed-Won.
2. Stage Metrics: For each stage, report:
- Total count of records
- Conversion rate to the next stage
- Median time spent in the stage
3. Tables: Provide:
- Overall funnel metrics
- Breakdown by Lead Source (Inbound, Outbound, Partner)
4. Drop-Off Visualization: Generate bar-chart JSON showing stage-to-stage drop-off, flagging any step where conversion falls below 70% of the previous stage average.
5. Stalled Deals: List the 10 largest deals that have been in their current stage longer than twice the median duration.
Follow-up Prompts
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- Identify funnel stages with conversion rates below 70 percent, showing the conversion rate and median days in stage for each.
- Break down conversion rate and median days in stage by source (Inbound, Outbound, Partner) for every stage.
- List the ten largest deals currently stuck beyond twice the median days in their current stage, including deal size and days stalled.
Action Prompt
What This Prompt Does
This prompt constructs a funnel from Lead Created through MQL, SQL, Opportunity and Closed‑Won stages for the last two quarters. For each stage it counts entries, calculates conversion rate to the next stage and median days spent in stage. It then breaks these metrics down by source (Inbound, Outbound, Partner), generates bar chart JSON highlighting any drop‑off steps with conversion under 70 percent of the previous stage average, and appends a list of the ten largest deals currently stuck beyond twice the median stage duration.
Strategic Impact
By pinpointing where and why leads stall in the funnel, this prompt drives targeted process improvements and faster deal flow.
Business outcomes:
→ Increases conversion efficiency by identifying and addressing weak funnel stages
→ Enhances forecast accuracy with clear stage‑level timing and drop‑off metrics
→ Improves resource allocation through source‑specific performance insights